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  1. #1
    PhaerieTail is offline Novice
    Windows 10 Access 2016
    Join Date
    Apr 2022
    Posts
    10

    Creating a Balance Query?

    Hello all!

    I work for a service company - plumbing, HVAC, etc, and I'm making a DB for my boss, but I've never used Access so we're all struggling through this together.



    I've got a table of Jobs with costs and a table of Payments referencing the invoice number(PK in the Jobs table.)

    I can make a query that gives me the cost of the job, minus the payment made, and displays the balance. For most jobs this works perfectly. Some jobs have multiple payments and it seems to be very confusing for Access - I'm sure there's a way to combine duplicate invoice numbers, but I can't seem to figure it out.

    For example:
    Invoice number AZ1234 is billed out to the customer at $2,000. The customer pays via 2 checks - one for $1,500, one for $500. The query will display this:
    InvNumber Amount PmtAmount Balance
    AZ1234 $2,000 $1,500 $500
    AZ1234 $2,000 $500 $1,500

    The end goal is to get this to be represented in a JobDetail form, but that not working is it's own special problem I'll probably make a post about on another day. Can anyone give tips & tricks on how to make this continuous? I'd like it to look like this:
    InvNumber Amount PmtAmount Balance
    AZ1234 $2,000 $1,500 $500
    AZ1234 $500 $500 $0


    But I will also accept this:
    InvNumber Amount PmtAmount Balance
    AZ1234 $2,000 $1,500 $500
    AZ1234 $2,000 $500 $0


    As long as it works. Please help!

  2. #2
    June7's Avatar
    June7 is offline VIP
    Windows 10 Access 2010 32bit
    Join Date
    May 2011
    Location
    The Great Land
    Posts
    53,772
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  3. #3
    PhaerieTail is offline Novice
    Windows 10 Access 2016
    Join Date
    Apr 2022
    Posts
    10
    Thank you!!

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